Salesforce Contract Management

Smart contract generation and management

Save time and money with contract templates, automatic data entry, and smart management features that prevent overservicing. 

salesforce contract management
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Contract Management by PSOhub.
Discover in one fact sheet what PSOhub can do for your organization

Contract management features for Salesforce users

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Smart contract generation

Stop generating contracts from scratch. Build all types of contracts using data from HubSpot, and reuse approaches from past projects in just a few clicks.

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Rate and budget management

PSOhub lets you assign multiple role-based rates to each user, offering greater billing flexibility. Set up alerts for critical time and budget milestones to keep projects on track and within scope.

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Time and material contracts

PSOhub makes it easy to bill clients based on your employees' or subcontractors' timesheets and the materials used for the job.

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Fixed-price contracts


Easily pull data from your CRM or PSOhub to streamline billing, making it simple to invoice clients using fixed-price contracts.

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Recurring and Installment contracts

Leverage PSOhub's contract management features to automate invoicing, whether it's recurring or milestone-based, saving time and reducing errors in your billing process.

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Dashboards and reporting


How billable is your team? Are there any budgets that are getting off track? With built-in dashboards and reporting, you’re always in control.

More reasons to love PSOhub

salesforce contract management

Put an end to overservicing

Use automated alerts for time and budget overspending to ensure you're always paid for your work. 

salesforce contract management

Role-based rates? No problem

Finally, contract management software that understands you wear many hats — and that each hat can have a different billable rate. 

salesforce contract management

Save time by reusing templates.

Every client is different... but not that different.  Save your valuable time by reusing contract templates with just a few clicks. 

PSOhub insights. Perfect for your coffee break. 

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